> ## Documentation Index
> Fetch the complete documentation index at: https://docs.plura.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce

> AI-powered conversations synced to managed contacts and pipelines

### Description

AI-powered conversations synced to managed contacts and pipelines. Use this integration to query data with SOQL/SOSL, manage contacts, accounts, leads, opportunities, tasks, notes, cases, and events.

### Authentication

* OAuth 2.0 or Salesforce Access Token with instance URL.

### Available Actions

* SOQL query (standard, paginated, and queryAll)
* SOSL search
* Find contacts by email
* Find accounts by name
* Search/get tasks
* Get notes
* Find events
* Find/create/update cases
* Create events
* Get/delete/upsert sObjects
* Create/update contacts, accounts, leads, opportunities
* Associate opportunities with contacts
* Create tasks and notes

### Examples

**Example 1: Salesforce - SOQL Query**

Run a SOQL query using OAuth token or apiKey override.

```json theme={null}
{
  "automationType": "salesforce",
  "nodeId": "salesforce-soql-001",
  "nodeParams": {
    "action": "soql_query",
    "params": {
      "soql": "SELECT Id, Name, Email FROM Contact WHERE Email LIKE '%@example.com' LIMIT 5",
      "apiKey": "SF_ACCESS_TOKEN",
      "instanceUrl": "https://your-instance.my.salesforce.com"
    }
  }
}
```

**Example 2: Salesforce - SOQL Query (Paginated)**

Run a SOQL query and auto-follow nextRecordsUrl up to pageLimit.

```json theme={null}
{
  "automationType": "salesforce",
  "nodeId": "salesforce-soql-paginated-001",
  "nodeParams": {
    "action": "soql_query_paginated",
    "params": {
      "soql": "SELECT Id, Name FROM Account WHERE Name LIKE 'A%'",
      "pageLimit": 5
    }
  }
}
```

**Example 3: Salesforce - SOQL QueryAll**

Run a SOQL query using /queryAll to include archived/deleted as applicable.

```json theme={null}
{
  "automationType": "salesforce",
  "nodeId": "salesforce-soql-all-001",
  "nodeParams": {
    "action": "soql_query_all",
    "params": {
      "soql": "SELECT Id, IsDeleted, Name FROM Account WHERE IsDeleted = true LIMIT 5"
    }
  }
}
```

**Example 4: Salesforce - SOSL Search**

Run a SOSL FIND query across objects.

```json theme={null}
{
  "automationType": "salesforce",
  "nodeId": "salesforce-sosl-001",
  "nodeParams": {
    "action": "sosl_search",
    "params": {
      "search": "FIND 'Acme*' IN ALL FIELDS RETURNING Account(Id,Name), Contact(Id,FirstName,LastName)"
    }
  }
}
```

**Example 5: Salesforce - Find Contact by Email**

Helper to search Contact by exact email.

```json theme={null}
{
  "automationType": "salesforce",
  "nodeId": "salesforce-find-contact-001",
  "nodeParams": {
    "action": "find_contact_by_email",
    "params": {
      "email": "jane@example.com"
    }
  }
}
```

**Example 6: Salesforce - Find Account by Name**

Helper to search Account by name (LIKE %name%).

```json theme={null}
{
  "automationType": "salesforce",
  "nodeId": "salesforce-find-account-001",
  "nodeParams": {
    "action": "find_account_by_name",
    "params": {
      "name": "Acme"
    }
  }
}
```

**Example 7: Salesforce - Search Tasks (SOSL)**

Search tasks by text using SOSL.

```json theme={null}
{
  "automationType": "salesforce",
  "nodeId": "salesforce-search-tasks-001",
  "nodeParams": {
    "action": "search_tasks",
    "params": {
      "search": "Follow*"
    }
  }
}
```

**Example 8: Salesforce - Get Tasks**

List tasks by filters (WhoId/WhatId/Status/SubjectLike).

```json theme={null}
{
  "automationType": "salesforce",
  "nodeId": "salesforce-get-tasks-001",
  "nodeParams": {
    "action": "get_tasks",
    "params": {
      "Status": "Not Started",
      "SubjectLike": "Follow",
      "limit": 25
    }
  }
}
```

**Example 9: Salesforce - Get Notes**

List Notes for a given ParentId.

```json theme={null}
{
  "automationType": "salesforce",
  "nodeId": "salesforce-get-notes-001",
  "nodeParams": {
    "action": "get_notes",
    "params": {
      "ParentId": "003xx000004T123AAC",
      "limit": 20
    }
  }
}
```

**Example 10: Salesforce - Find Events**

Find Events by WhoId/WhatId/SubjectLike/time window.

```json theme={null}
{
  "automationType": "salesforce",
  "nodeId": "salesforce-find-events-001",
  "nodeParams": {
    "action": "find_events",
    "params": {
      "SubjectLike": "Follow",
      "start": "2025-10-01T00:00:00.000Z",
      "end": "2025-11-01T00:00:00.000Z",
      "limit": 25
    }
  }
}
```

**Example 11: Salesforce - Find Cases**

Find Cases by AccountId/ContactId/Status/SubjectLike.

```json theme={null}
{
  "automationType": "salesforce",
  "nodeId": "salesforce-find-cases-001",
  "nodeParams": {
    "action": "find_cases",
    "params": {
      "Status": "New",
      "SubjectLike": "Support",
      "limit": 25
    }
  }
}
```

**Example 12: Salesforce - Create Case**

Create a Case record.

```json theme={null}
{
  "automationType": "salesforce",
  "nodeId": "salesforce-create-case-001",
  "nodeParams": {
    "action": "create_case",
    "params": {
      "Subject": "Support needed",
      "Origin": "Phone"
    }
  }
}
```

**Example 13: Salesforce - Update Case**

Update a Case record.

```json theme={null}
{
  "automationType": "salesforce",
  "nodeId": "salesforce-update-case-001",
  "nodeParams": {
    "action": "update_case",
    "params": {
      "id": "500xx000002X123AAC",
      "Status": "Working",
      "Priority": "High"
    }
  }
}
```

**Example 14: Salesforce - Create Event**

Create an Event (calendar activity).

```json theme={null}
{
  "automationType": "salesforce",
  "nodeId": "salesforce-create-event-001",
  "nodeParams": {
    "action": "create_event",
    "params": {
      "Subject": "Follow-up Meeting",
      "StartDateTime": "2025-11-01T10:00:00.000Z",
      "EndDateTime": "2025-11-01T10:30:00.000Z",
      "WhoId": "003xx000004T123AAC"
    }
  }
}
```

**Example 15: Salesforce - Get sObject**

Retrieve a record by sObject API name and Id.

```json theme={null}
{
  "automationType": "salesforce",
  "nodeId": "salesforce-get-sobject-001",
  "nodeParams": {
    "action": "get_sobject",
    "params": {
      "sobject": "Account",
      "id": "001xx000003F123AAC"
    }
  }
}
```

**Example 16: Salesforce - Delete sObject**

Delete a record by sObject API name and Id.

```json theme={null}
{
  "automationType": "salesforce",
  "nodeId": "salesforce-delete-sobject-001",
  "nodeParams": {
    "action": "delete_sobject",
    "params": {
      "sobject": "Contact",
      "id": "003xx000004T123AAC"
    }
  }
}
```

**Example 17: Salesforce - Upsert sObject by External ID**

PATCH via externalIdField/externalIdValue.

```json theme={null}
{
  "automationType": "salesforce",
  "nodeId": "salesforce-upsert-sobject-001",
  "nodeParams": {
    "action": "upsert_sobject",
    "params": {
      "sobject": "Contact",
      "externalIdField": "External_Id__c",
      "externalIdValue": "C-12345",
      "fields": {
        "FirstName": "Jane",
        "LastName": "Doe",
        "Email": "jane@example.com"
      }
    }
  }
}
```

**Example 18: Salesforce - Upsert Lead by Email**

Create or update a Lead by email with explicit required fields.

```json theme={null}
{
  "automationType": "salesforce",
  "nodeId": "salesforce-upsert-lead-001",
  "nodeParams": {
    "action": "upsert_lead_by_email",
    "params": {
      "email": "john.doe@example.com",
      "Company": "Example Corp",
      "LastName": "Doe",
      "FirstName": "John"
    }
  }
}
```

**Example 19: Salesforce - Create Opportunity**

Create an Opportunity and optionally associate a primary Contact.

```json theme={null}
{
  "automationType": "salesforce",
  "nodeId": "salesforce-create-opp-001",
  "nodeParams": {
    "action": "create_opportunity",
    "params": {
      "Name": "API Demo",
      "StageName": "Prospecting",
      "CloseDate": "2025-10-31",
      "associations": {
        "contactId": "003xx000004T123AAC"
      }
    }
  }
}
```

**Example 20: Salesforce - Associate Opportunity with Contact**

Create an OpportunityContactRole (primary by default).

```json theme={null}
{
  "automationType": "salesforce",
  "nodeId": "salesforce-assoc-opp-contact-001",
  "nodeParams": {
    "action": "associate_opportunity_contact",
    "params": {
      "opportunityId": "006xx000003G123AAC",
      "contactId": "003xx000004T123AAC",
      "isPrimary": true
    }
  }
}
```

**Example 21: Salesforce - Create Contact**

Create a Contact record.

```json theme={null}
{
  "automationType": "salesforce",
  "nodeId": "salesforce-create-contact-001",
  "nodeParams": {
    "action": "create_contact",
    "params": {
      "LastName": "Doe",
      "FirstName": "Jane",
      "Email": "jane@example.com"
    }
  }
}
```

**Example 22: Salesforce - Update Contact**

Update an existing Contact.

```json theme={null}
{
  "automationType": "salesforce",
  "nodeId": "salesforce-update-contact-001",
  "nodeParams": {
    "action": "update_contact",
    "params": {
      "id": "003xx000004T123AAC",
      "Phone": "+1-555-000-1111"
    }
  }
}
```

**Example 23: Salesforce - Create Account**

Create an Account record.

```json theme={null}
{
  "automationType": "salesforce",
  "nodeId": "salesforce-create-account-001",
  "nodeParams": {
    "action": "create_account",
    "params": {
      "Name": "Acme Corporation"
    }
  }
}
```

**Example 24: Salesforce - Update Account**

Update an Account record by Id.

```json theme={null}
{
  "automationType": "salesforce",
  "nodeId": "salesforce-update-account-001",
  "nodeParams": {
    "action": "update_account",
    "params": {
      "id": "001xx000003F123AAC",
      "Industry": "Technology"
    }
  }
}
```

**Example 25: Salesforce - Create Task**

Create a Task record related to another record (e.g., Contact).

```json theme={null}
{
  "automationType": "salesforce",
  "nodeId": "salesforce-create-task-001",
  "nodeParams": {
    "action": "create_task",
    "params": {
      "Subject": "Follow up",
      "WhoId": "003xx000004T123AAC",
      "Status": "Not Started"
    }
  }
}
```

**Example 26: Salesforce - Create Note**

Create a Note associated to a parent record.

```json theme={null}
{
  "automationType": "salesforce",
  "nodeId": "salesforce-create-note-001",
  "nodeParams": {
    "action": "create_note",
    "params": {
      "ParentId": "003xx000004T123AAC",
      "Title": "Call Notes",
      "Body": "Spoke with customer."
    }
  }
}
```

**Example 27: Salesforce - Create sObject**

Generic sObject create for flexibility.

```json theme={null}
{
  "automationType": "salesforce",
  "nodeId": "salesforce-create-sobject-001",
  "nodeParams": {
    "action": "create_sobject",
    "params": {
      "sobject": "Case",
      "fields": {
        "Subject": "API Created Case",
        "Status": "New"
      }
    }
  }
}
```

**Example 28: Salesforce - Update sObject**

Generic sObject update by API name and Id.

```json theme={null}
{
  "automationType": "salesforce",
  "nodeId": "salesforce-update-sobject-001",
  "nodeParams": {
    "action": "update_sobject",
    "params": {
      "sobject": "Case",
      "id": "500xx000002X123AAC",
      "fields": {
        "Priority": "High"
      }
    }
  }
}
```

### Third-Party Documentation

* [https://developer.salesforce.com/docs/atlas.en-us.api\_rest.meta/api\_rest/intro\_what\_is\_rest\_api.htm](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_what_is_rest_api.htm)
* [https://developer.salesforce.com/docs/atlas.en-us.soql\_sosl.meta/soql\_sosl/](https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/)